Kozak & Associates, Inc. Schwab Strategic Tr Us Small C Transaction History
Kozak & Associates, Inc.
- $397 Million
- Q2 2024
A detailed history of Kozak & Associates, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Kozak & Associates, Inc. holds 4,246 shares of SCHA stock, worth $215,569. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,246
Previous 4,231
0.35%
Holding current value
$215,569
Previous $208,000
3.37%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,120Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.42 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$607 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$534 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$374 Million0.51% of portfolio